Original filing (PDF)20250507083717NAL0007700163001

STEM BROTHERS, INC.

Name: STEM BROTHERS, INC. — STEM BROTHERS/SHAMMY SHINE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: STEM BROTHERS, INC.

Form 5500-SF

FILING_RECEIVED

STEM BROTHERS/SHAMMY SHINE 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEM BROTHERS, INC..

Plan sponsor

Name

STEM BROTHERS, INC.

EIN

22-1662058

Address

P.O. BOX 619 · MILFORD, NJ · 08848

Phone

(908) 996-4441

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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